Principal Securities’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.99M Buy
2025
Q1
$10.9M Hold
2024
Q4
$10.9M Buy
2024
Q3
$7.5M Sell
2024
Q2
$9.19M Buy
2024
Q1
$6.6M Buy
2023
Q4
$3.19M Buy